Wescott Financial Advisory Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Wescott Financial Advisory Group’s Portfolio IFLN Stock Details IFLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,289	Closed	-$330K	–	164
2022 Q4	$330K	Sell	19,289 -36,234	-65%	-$617K	0.07%	115
2022 Q3	$912K	Sell	55,523 -22,915	-29%	-$396K	0.25%	55
2022 Q2	$1.32M	Sell	78,438 -13,011	-14%	-$229K	0.36%	44
2022 Q1	$1.68M	Buy	+91,449	New	+$1.71M	0.43%	39

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wescott Financial Advisory Group's IFLN Position: Q1 2023 in Review

Wescott Financial Advisory Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 19,289 shares — an estimated $330K sold.

Wescott Financial Advisory Group first reported a position in IFLN in Q1 2022 and held it in 4 quarters. The position peaked at $1.68M in Q1 2022. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

Wescott Financial Advisory Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
Wescott Financial Advisory Group sold 19,289 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $330K.
Wescott Financial Advisory Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2022 and held it in 4 quarters.
Wescott Financial Advisory Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.68M in Q1 2022.
131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.